Westbourne Investment Advisors’s FedEx FDX Stock Holding History

Westbourne Investment Advisors’s Portfolio FDX Stock Details FDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,120	Closed	-$203K	–	94
2019 Q1	$203K	Buy	+1,120	New	+$198K	0.16%	96
2017 Q2	–	Sell	-1,467	Closed	-$286K	–	105
2017 Q1	$286K	Sell	1,467 -1,280	-47%	-$244K	0.24%	90
2016 Q4	$511K	Sell	2,747 -1,755	-39%	-$322K	0.45%	60
2016 Q3	$786K	Sell	4,502 -506	-10%	-$82.8K	0.7%	48
2016 Q2	$760K	Sell	5,008 -1,340	-21%	-$217K	0.69%	46
2016 Q1	$1.03M	Buy	6,348 +55	+0.9%	+$7.65K	0.99%	36
2015 Q4	$938K	Buy	6,293 +291	+5%	+$45K	0.91%	39
2015 Q3	$864K	Sell	6,002 -1,465	-20%	-$234K	0.87%	36
2015 Q2	$1.27M	Buy	+7,467	New	+$1.3M	1.16%	28

Other funds holding FDX

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Westbourne Investment Advisors's FDX Position: Q2 2019 in Review

Westbourne Investment Advisors sold out of FedEx (FDX) in Q2 2019, closing a stake of 1,120 shares — an estimated $203K sold.

Westbourne Investment Advisors first reported a position in FDX in Q2 2015 and held it in 9 quarters. The position peaked at $1.27M in Q2 2015. 1,289 funds tracked by Wall St. Rank hold FDX as of Q2 2019.

Westbourne Investment Advisors reported no remaining FedEx position as of Q2 2019 after selling out during the quarter.
Westbourne Investment Advisors sold 1,120 FedEx shares in Q2 2019, an estimated $203K.
Westbourne Investment Advisors first reported a position in FedEx in Q2 2015 and held it in 9 quarters.
Westbourne Investment Advisors's FedEx position peaked at $1.27M in Q2 2015.
1,289 funds tracked by Wall St. Rank held FedEx as of Q2 2019.

Based on Westbourne Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.